Laurel Wealth Planning’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-301
| Closed | -$22K | – | 278 |
|
|
2022
Q1 | $22K | Hold |
301
| – | – | 0.01% | 155 |
|
|
2021
Q4 | $21K | Hold |
301
| – | – | 0.02% | 115 |
|
|
2021
Q3 | $19K | Hold |
301
| – | – | 0.02% | 115 |
|
|
2021
Q2 | $18K | Hold |
301
| – | – | 0.02% | 84 |
|
|
2021
Q1 | $19K | Hold |
301
| – | – | 0.02% | 80 |
|
|
2020
Q4 | $18K | Buy |
+301
| New | +$18K | 0.02% | 71 |
|